PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PLANTOWSKY FAMILY FOUNDATION (EIN 76-0625289)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349101100
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:56:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760625289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTOWSKY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 7136649996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R PLANTOWSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136649996 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S OVERHULTZ | PreparerPersonNm |
| PTIN | P01380363 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $614,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $957 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $957 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,523 | CashBOYAmt |
| Cash EOY | $16,340 | CashEOYAmt |
| Cash EOYFMV | $16,340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,995 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,677 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,253 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,677 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,677 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $401,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $592,980 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $508,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $614,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $508,711 | RetainedEarningBOYAmt |
| Retained Earning EOY | $446,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $508,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $508,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $508,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $446,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $446,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $722 | $58 | $664 | $664 | |
| CAPITAL GAINS DIVIDENDS | $262 | $262 | $262 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $926 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $809,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $824,336 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $751,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $692,617 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024400 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $636,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094070 | DistributionYr5Rt |
| Total Distribution | 0.311368 | TotalDistributionRt |
| Average Distribution | 0.062274 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $685,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,640 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $231 | OverpaymentAmt |
| Applied To ES Tax | $231 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT R PLANTOWSKY | IndividualWithBooksNm |
| Phone | 7136649996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 VALERIE STREET | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT R PLANTOWSKY | ||||||||
| 5105 VALERIE STREET | BELLAIRE | TX | 77401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOY K PLANTOWSKY | ||||||||
| 5105 VALERIE STREET | BELLAIRE | TX | 77401 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SAM L SUSSER | ||||||||
| PO BOX 9036 | CORPUS CHRISTI | TX | 78769 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $636,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $696,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $696,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $685,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $209 | TotalTaxAmt |
| Distributable Before Adj | $34,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $209 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,431 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,176 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,717 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,602 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $13,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,255 | ExcessFromYear3Amt |
| Excess From Year2 | $26,176 | ExcessFromYear2Amt |
| Excess From Year1 | $6,717 | ExcessFromYear1Amt |
| Excess From Current Year | $48,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R PLANTOWSKY | ContributingManagerNm |
| Contributing Manager | JOY K PLANTOWSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH YESHURUN DAY SCHOOL | |||||||
| 4525 BEECHNUT STREET | HOUSTON | TX | 77096 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,610 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 22245 | HOUSTON | TX | 77227 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE SUITE 100 | HOUSTON | TX | 77054 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $660 |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,000 |
| THE EMERY WEINER SCHOOL | |||||||
| 9825 STELLA LINK | HOUSTON | TX | 77025 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $54,000 |
| UT CHABAD | |||||||
| 2101 NUECES ST | AUSTIN | TX | 78705 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| TEXAS TRANSPORTATION ALLIANCE | |||||||
| 9 GREENWAY PLAZA SUITE 2900 | HOUSTON | TX | 77045 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $250 |
| THE SCHLENKER SCHOOL | |||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $600 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 10101 FONDREN ROAD SUITE 449 | HOUSTON | TX | 77096 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $500 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 1725 DUKE ST STE 675 | ALEXANDRIA | VA | 22314 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $50 |
| BELLAIRE HIGH SCHOOL | |||||||
| 5100 MAPLE ST | BELLAIRE | TX | 77401 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 6055 S LOOP E | HOUSTON | TX | 77087 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $100 |
| PRADER WILLIE FOUNDATION | |||||||
| DEPT LA 23216 | PASADENA | CA | 91185 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| FRIENDS OF AVARA | |||||||
| 896 BEACON ST | BOSTON | MA | 02215 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| THE UNIVERSITY OF TEXAS - MCCOMBS SCHOOL OF BUSINESS | |||||||
| 2110 SPEEDWAY B6000 | AUSTIN | TX | 78705 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $10,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,800 |
| MD ANDERSON CANCER RESEARCH | |||||||
| 1515 HOLCOMBE BLVD 442 | HOUSTON | TX | 77030 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,080 |
| THE BROACH FOUNDATION FOR BRAIN CANCER RESEARCH | |||||||
| 2726 BISSONNET STREET SUITE 240-602 | HOUSTON | TX | 77005 | N/A | PC | CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,390 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,295 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $34 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $106 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,445 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | THE BLACKSTONE GROUP LP | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $106 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NATIONAL RETAIL PROPERTIES INC | $50,897 | $114,143 |
| REALTY INCOME CORP | $49,554 | $154,890 |
| KAYNE ANDERSON ENERGY TOTAL | $93,837 | $43,045 |
| VERIZON COMMUNICATIONS | $82,306 | $138,660 |
| WEINGARTEN REALTY INVESTORS | $67,807 | $121,030 |
| PACIFIC COAST OIL | $55,335 | $3,960 |
| THE BLACKSTONE GROUP LP | $25,054 | $17,252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $13 | $13 | $0 |
| PACIFIC COAST TRUST - ADMIN | $144 | $144 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PACIFIC COAST OIL TRUST - ROYALTIES | $922 | $922 | $0 |
| THE BLACKSTONE GROUP LP - ROYALTIES | $1 | $1 | $0 |
| THE BLACKSTONE GROUP LP | $34 | $34 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $302 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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